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Future Financial Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Future Financial Wealth Management’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7M Sell
62,283
-2,317
-4% -$656K 11.06% 1
2026
Q1 		$17M Buy
64,600
+3,740
+6% +$935K 10.93% 1
2025
Q4 		$15.2M Buy
60,860
+7,097
+13% +$1.79M 10.25% 2
2025
Q3 		$13.3M Sell
53,763
-686
-1% -$162K 8.36% 1
2025
Q2 		$12.4M Buy
54,449
+60
+0.1% +$12.3K 8.43% 1
2025
Q1 		$10.5M Buy
54,389
+9,236
+20% +$1.93M 7.7% 2
2024
Q4 		$9.5M Buy
45,153
+2,131
+5% +$444K 6.95% 1
2024
Q3 		$8.64M Buy
43,022
+2,140
+5% +$417K 6.17% 2
2024
Q2 		$8.06M Sell
40,882
-249
-0.6% -$46.1K 7.08% 1
2024
Q1 		$7.51M Buy
41,131
+8,914
+28% +$1.57M 5.78% 2
2023
Q4 		$5.43M Buy
32,217
+602
+2% +$94K 5.39% 2
2023
Q3 		$4.66M Buy
31,615
+1,174
+4% +$179K 5.17% 2
2023
Q2 		$4.63M Buy
+30,441
New +$4.22M 4.87% 2
2022
Q2 		– Sell
-60
Closed -$9K – 380
2022
Q1 		$9K Sell
60
-72
-55% -$10.5K 0.01% 434
2021
Q4 		$22K Buy
+132
New +$20.9K 0.02% 367

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Future Financial Wealth Management's QQQM Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 3.6% in Q2 2026, selling an estimated $656K and leaving 62,283 shares worth $17.7M. The position accounts for 11.06% of the portfolio, ranked #1.

Future Financial Wealth Management first reported a position in QQQM in Q4 2021 and has held it in 15 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Future Financial Wealth Management held 62,283 shares of Invesco NASDAQ 100 ETF worth $17.7M as of Q2 2026.
  • Future Financial Wealth Management sold 2,317 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $656K.
  • Invesco NASDAQ 100 ETF made up 11.06% of Future Financial Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Future Financial Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.